Avior Wealth Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-51
| Closed | -$12.1K | – | 1429 |
|
|
2024
Q4 | $12.1K | Buy |
51
+1
| +2% | +$238 | ﹤0.01% | 1554 |
|
|
2024
Q3 | $13.1K | Hold |
50
| – | – | ﹤0.01% | 1472 |
|
|
2024
Q2 | $11.2K | Sell |
50
-479
| -91% | -$107K | ﹤0.01% | 1482 |
|
|
2024
Q1 | $101K | Buy |
529
+479
| +958% | +$91.5K | ﹤0.01% | 956 |
|
|
2023
Q4 | $8.94K | Hold |
50
| – | – | ﹤0.01% | 1012 |
|
|
2023
Q3 | $8.1K | Hold |
50
| – | – | ﹤0.01% | 1076 |
|
|
2023
Q2 | $8.85K | Hold |
50
| – | – | ﹤0.01% | 1046 |
|
|
2023
Q1 | $8.55K | Hold |
50
| – | – | ﹤0.01% | 1078 |
|
|
2022
Q4 | $7.68K | Hold |
50
| – | – | ﹤0.01% | 898 |
|
|
2022
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 896 |
|
|
2022
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 835 |
|
|
2022
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 875 |
|
|
2021
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 845 |
|
|
2021
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 824 |
|
|
2021
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 804 |
|
|
2021
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 816 |
|
|
2020
Q4 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 770 |
|